AS
AS

Aaron J Stockmann

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
231 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Minimum Investment:$2.5K
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Location

6201 College Blvd., Suite #150, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aaron works as a Trading Coordinator at Prime Capital Investment Advisors full-time. He also works as a delivery driver for DoorDash and Uber Eats, dedicating a few hours per week to each.

Employment History
Current Registrations
Prime Capital Financial
July 2024 - Present · 1 yr 7 mos
Private Client Services, LLCBroker
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Morgan Stanley
May 2023 - July 2024 · 1 yr 2 mos
Morgan StanleyBroker
April 2023 - July 2024 · 1 yr 3 mos
State Registrations1 state
KS
AdvisorBrokerBoth
Exams
No exam information available for this advisor.